Washington Trust Bank’s Eversource Energy ES Stock Holding History

Washington Trust Bank’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,119	Closed	-$79K	–	306
2019 Q1	$79K	Sell	1,119 -393	-26%	-$27.1K	0.01%	289
2018 Q4	$98K	Hold	1,512	–	–	0.01%	260
2018 Q3	$93K	Hold	1,512	–	–	0.01%	299
2018 Q2	$89K	Hold	1,512	–	–	0.01%	313
2018 Q1	$89K	Hold	1,512	–	–	0.01%	320
2017 Q4	$96K	Hold	1,512	–	–	0.01%	317
2017 Q3	$91K	Sell	1,512 -19	-1%	-$1.17K	0.01%	319
2017 Q2	$93K	Buy	1,531 +19	+1%	+$1.15K	0.02%	290
2017 Q1	$89K	Sell	1,512 -33	-2%	-$1.88K	0.02%	299
2016 Q4	$85K	Hold	1,545	–	–	0.02%	306
2016 Q3	$84K	Buy	1,545 +758	+96%	+$42.8K	0.02%	295
2016 Q2	$47K	Hold	787	–	–	0.01%	380
2016 Q1	$46K	Hold	787	–	–	0.01%	384
2015 Q4	$40K	Buy	+787	New	+$40K	0.01%	422
2015 Q1	–	Sell	-160	Closed	-$9K	–	810
2014 Q4	$9K	Hold	160	–	–	﹤0.01%	727
2014 Q3	$7K	Sell	160 -203	-56%	-$9.13K	﹤0.01%	717
2014 Q2	$17K	Sell	363 -320	-47%	-$14.7K	﹤0.01%	636
2014 Q1	$31K	Buy	+683	New	+$29.8K	0.01%	549

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Washington Trust Bank's ES Position: Q2 2019 in Review

Washington Trust Bank sold out of Eversource Energy (ES) in Q2 2019, closing a stake of 1,119 shares — an estimated $79K sold.

Washington Trust Bank first reported a position in ES in Q1 2014 and held it in 18 quarters. The position peaked at $98K in Q4 2018. 684 funds tracked by Wall St. Rank hold ES as of Q2 2019.

Washington Trust Bank reported no remaining Eversource Energy position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 1,119 Eversource Energy shares in Q2 2019, an estimated $79K.
Washington Trust Bank first reported a position in Eversource Energy in Q1 2014 and held it in 18 quarters.
Washington Trust Bank's Eversource Energy position peaked at $98K in Q4 2018.
684 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.